Despite beating expectations and raising guidance, shares have slid nearly 30% this year as the market questions the pace of ...

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my ...

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, ...